Update BoldSign drafts when instructions change
Keep the document aligned as review feedback evolves.
Trigger
Task Comment Updated
Triggers when an existing comment on a task is edited. `changes[]` carries one `CommentChange` entry whose `comment` field is the comment in its updated form.
Action
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Why this helps
Edited review notes are easy to miss before a document is sent.
- Capture late review changes
- Reduce resend work
- Keep the latest instruction visible
Setup
Build it in a few focused steps.
- 1Connect ClickUp and BoldSign in Notis once.
- 2Create an automation that applies the updated comment instruction to the related BoldSign draft.
- 3Pick ClickUp Task Comment Updated as the trigger.
- 4Choose a report channel.
- 5Test by editing one contract comment with a real requested change.
Questions about this workflow
Can it change recipients?
It can request recipient edits when the document and instruction identify the intended change.
What if the document is already finalized?
Notis can report that the requested edit needs a different handling path.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Boldsign. A trigger fires from one place; an action lands in another.
Clickup triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
Folder Created
Triggers when a new Folder is created.
Create Custom Field
Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
Folder Deleted
Triggers when a Folder is deleted.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
List Behalf Documents
Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
List Created
Triggers when a new List is created.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
List Deleted
Triggers when a List is deleted.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Connect any two apps with Notis in the middle.
Clickup and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.